Old Westbury All Cap Core (OWACX) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Old Westbury All Cap Core (OWACX) trades at $27.52. Old Westbury All Cap Core (OWACX) is a financial services fund that invests in a diversified portfolio of equity and equity-related securities across all market… Market cap: $3.68B, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 17, 2026Analyst Coverage for OWACX: OWACX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates OWACX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
Not enough scored data yet to form a council read on OWACX.
How is this calculated? →Old Westbury All Cap Core (OWACX) Financial Services Profile
Old Westbury All Cap Core (OWACX) is an all-cap equity fund seeking long-term capital appreciation through diversified investments across market capitalizations. It operates within the asset management industry, focusing on securities listed on exchanges or actively traded over-the-counter, offering investors broad market exposure.
What Is the Investment Thesis for OWACX?
Old Westbury All Cap Core (OWACX), with a market capitalization of $3.68B and a beta of 1.04, presents a notable research candidate for those seeking diversified exposure to the equity market. The fund's strategy of investing across all market capitalizations allows it to capture growth from various segments of the economy. A key value driver is the fund's ability to adapt to changing market conditions and allocate capital to the most promising opportunities, regardless of company size. Potential catalysts include continued economic growth, which could drive earnings growth for the companies in the fund's portfolio. However, potential risks include market volatility and economic downturns, which could negatively impact the fund's performance.
Based on FMP financials and quantitative analysis
OWACX Key Highlights
Market Cap of $3.68B indicates a substantial asset base, providing stability and diversification.
- Beta of 1.04 suggests the fund's volatility is similar to the overall market, offering balanced risk exposure.
- Investment in diversified portfolio of equity and equity-related securities provides broad market exposure.
- No restrictions on market capitalization allows flexibility to invest in small-cap, mid-cap, and large-cap stocks.
- Focus on securities listed on exchanges or actively traded over-the-counter ensures liquidity and accessibility.
Who Are OWACX's Competitors?
OWACX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| VTSAX Vanguard Total Stock Market Index Fund Admiral Shares | $183.24 | -0.90% | $2.35T | 52 |
| FSPGX Fidelity Large Cap Growth Index Fund | $47.74 | -0.73% | $47.4B | 44 |
| SWPPX Schwab S&P 500 Index Fund- Select Shares | $19.72 | -0.85% | $147B | — |
| WT WisdomTree, Inc. | $22.82 | +0.55% | $3.49B | 92 |
| GBDC Golub Capital BDC, Inc. | $13.21 | +0.30% | $3.44B | 90 |
| AB AllianceBernstein Holding L.P. | $36.23 | +0.14% | $3.37B | 80 |
| CNS Cohen & Steers, Inc. | $80.79 | -0.47% | $4.15B | 71 |
| SII Sprott Inc. | $126.56 | +4.73% | $3.26B | 71 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are OWACX's Key Strengths?
Diversified investment portfolio.
- Flexibility to invest across all market capitalizations.
- Experienced investment management team.
- Established brand reputation.
What Are OWACX's Weaknesses?
Dependence on market conditions.
- Potential for underperformance compared to benchmark indices.
- Management fees can impact returns.
- Limited control over external factors.
What Could Drive OWACX Stock Higher?
Potential for increased investor interest in diversified equity funds amid market uncertainty.
- Continued economic growth driving earnings growth for companies in the fund's portfolio.
- Favorable regulatory environment supporting asset management industry growth.
What Are the Key Risks for OWACX?
Market volatility and economic downturns negatively impacting fund performance.
- Increased competition from other asset managers reducing market share.
- Regulatory changes increasing compliance costs.
- Dependence on the performance of underlying securities in the portfolio.
What Are the Growth Opportunities for OWACX?
- Expansion into new markets: OWACX can explore opportunities to expand its investor base by targeting new geographic regions or demographic segments. The global asset management market is projected to reach $147.2 trillion by 2029, presenting significant growth potential. By tailoring its investment strategies and marketing efforts to specific markets, OWACX can attract new investors and increase its assets under management. This expansion could involve establishing partnerships with local distributors or launching new investment products that cater to the needs of specific investor groups. Timeline: 2-3 years.
- Development of new investment products: OWACX can develop new investment products that cater to evolving investor preferences and market trends. This could include launching thematic funds focused on specific sectors or investment strategies, such as sustainable investing or technology innovation. By offering innovative investment products, OWACX can attract new investors and differentiate itself from competitors. Timeline: 1-2 years.
- Enhancement of digital capabilities: OWACX can enhance its digital capabilities to improve the investor experience and streamline its operations. This could involve developing a user-friendly mobile app, offering online account management tools, and leveraging data analytics to personalize investment recommendations. The adoption of digital technologies is transforming the asset management industry, with investors increasingly demanding seamless online access to information and services. By investing in digital capabilities, OWACX can enhance its competitiveness and attract tech-savvy investors. Timeline: Ongoing.
- Strategic partnerships and acquisitions: OWACX can pursue strategic partnerships and acquisitions to expand its capabilities and market reach. This could involve partnering with other asset managers to offer complementary investment products or acquiring smaller firms with specialized expertise. The asset management industry is consolidating, with larger firms acquiring smaller players to gain scale and expand their product offerings. By pursuing strategic partnerships and acquisitions, OWACX can enhance its competitive position and accelerate its growth. Timeline: Opportunistic.
- Increased focus on client education: OWACX can increase its focus on client education to build stronger relationships with investors and enhance their understanding of the fund's investment strategy. This could involve hosting webinars, publishing educational content, and providing personalized financial advice. Investor education is becoming increasingly important as investors seek to make informed decisions about their investments. By providing valuable educational resources, OWACX can build trust with its clients and foster long-term relationships. Timeline: Ongoing.
What Are OWACX's Competitive Advantages?
- Diversified investment approach reduces risk and enhances stability.
- Flexibility to invest across all market capitalizations provides access to a wider range of opportunities.
- Experienced investment management team with a proven track record.
- Established brand reputation and distribution network.
What Does OWACX Do?
Old Westbury All Cap Core (OWACX) is an investment fund focused on achieving long-term capital appreciation through a diversified portfolio of equity and equity-related securities. The fund distinguishes itself by having no restrictions on the market capitalization of the companies it invests in, allowing it to allocate capital across small-cap, mid-cap, and large-cap stocks. This flexibility enables the fund to capture growth opportunities across the entire market spectrum. The fund primarily invests in securities listed on securities exchanges or actively traded in over-the-counter markets, ensuring liquidity and accessibility. The investment strategy is centered around identifying securities that the Adviser believes have strong potential for long-term growth. By employing a diversified approach and focusing on fundamental analysis, Old Westbury All Cap Core aims to deliver consistent returns to its investors over the long term. The fund's objective is to provide a core equity holding that can serve as a foundation for a broader investment portfolio, offering exposure to a wide range of companies and sectors.
What Products and Services Does OWACX Offer?
- Invests in a diversified portfolio of equity securities.
- Focuses on long-term capital appreciation.
- Invests across all market capitalizations (small-cap, mid-cap, large-cap).
- Primarily invests in securities listed on exchanges or traded over-the-counter.
- Selects securities based on the Adviser's assessment of their growth potential.
- Offers a core equity holding for broader investment portfolios.
How Does OWACX Make Money?
- Generates revenue through management fees charged as a percentage of assets under management (AUM).
- AUM growth is driven by investment performance and net inflows from investors.
- Expenses include investment management fees, administrative costs, and marketing expenses.
What Industry Does OWACX Operate In?
Old Westbury All Cap Core operates within the asset management industry, which is characterized by intense competition and evolving investor preferences. The industry is influenced by macroeconomic factors, regulatory changes, and technological advancements. The fund's diversified approach and focus on long-term capital appreciation position it to compete effectively in this dynamic environment. The asset management industry is experiencing growth driven by increasing wealth, rising retirement savings, and the growing demand for investment products. OWACX aims to capitalize on these trends by offering a diversified investment solution to investors.
Who Are OWACX's Key Customers?
- Individual investors seeking long-term capital appreciation.
- Institutional investors, including pension funds and endowments.
- Financial advisors seeking diversified equity exposure for their clients.
OWACX Valuation & Market Position
With a $3.68B market cap, Old Westbury All Cap Core sits in the mid-cap segment of the market.
Key Financial Metrics
Return on equity for Old Westbury All Cap Core stands at 0.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.0%, showing how much profit it generates from its asset base. OWACX trades at a trailing price-to-earnings ratio of 0.00, below the Financial Services sector average of ~18x. Its free cash flow yield is 0.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.00 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.
OWACX Financials
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the fund's strategy and future performance.
- Community sentiment has leaned positive, with discussions around the fund's diversified approach attracting interest.
- Market perception has improved as investors seek stable returns amid volatility, positioning Old Westbury favorably.
- The fund's consistent performance in various market conditions has garnered attention, reinforcing its reputation among investors.
Bear Case
- Concerns over potential market corrections could lead to increased volatility, impacting fund performance.
- Some community members express skepticism about the fund's ability to adapt to changing market dynamics.
- Recent shifts in investor sentiment towards more aggressive growth strategies may overshadow traditional funds like Old Westbury.
- The overall market uncertainty has led to cautious sentiment, with some investors wary of long-term commitments.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
OWACX Latest News
No recent news available for OWACX.
OWACX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for OWACX.
Price Targets
Wall Street price target analysis for OWACX.
OWACX MoonshotScore
What does this score mean?
The MoonshotScore rates OWACX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
OWACX Financial Services Stock FAQ
What does Old Westbury All Cap Core do?
Old Westbury All Cap Core (OWACX) is a diversified equity fund that aims to achieve long-term capital appreciation by investing in a broad range of companies across all market capitalizations. The fund's strategy involves identifying securities that the Adviser believes have strong potential for growth, regardless of whether they are small-cap, mid-cap, or large-cap stocks.
What are the main risks for OWACX?
The main risks for Old Westbury All Cap Core (OWACX) include market volatility, economic downturns, and increased competition from other asset managers. Market volatility can negatively impact the fund's performance, as fluctuations in stock prices can erode returns. Economic downturns can lead to decreased corporate earnings and reduced investor confidence, further impacting the fund's value.
How does Old Westbury All Cap Core manage risk in its investment strategy?
Old Westbury All Cap Core manages risk through diversification across market capitalizations and sectors. By investing in a broad range of companies, the fund reduces its exposure to any single company or industry. The fund's investment strategy also involves conducting thorough research and analysis to identify securities with strong growth potential and sound fundamentals.
How sensitive is OWACX to interest rate changes?
As an all-cap equity fund, OWACX is indirectly sensitive to interest rate changes. Rising interest rates can negatively impact equity valuations, particularly for companies with high debt levels or those operating in interest-rate-sensitive sectors such as real estate and utilities. Conversely, falling interest rates can boost equity valuations by lowering borrowing costs and stimulating economic growth.
What are the key factors to evaluate for OWACX?
Evaluate OWACX on fundamentals, analyst consensus, and risk factors. Old Westbury All Cap Core (OWACX), with a market capitalization of $3.68B and a beta of 1.04, presents a notable research candidate for those seeking diversified exposure to the equity market. Not financial advice.
How frequently does OWACX data refresh on this page?
OWACX's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven OWACX's recent stock price performance?
Old Westbury All Cap Core (OWACX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Diversified investment portfolio. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider OWACX overvalued or undervalued right now?
Old Westbury All Cap Core (OWACX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending for OWACX.
- The fund's performance is subject to market conditions and investment risk.